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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,209 | $125,237+69.4% | $105,608+100.9% | $145,877+45.5% |
| Participation rate | 89.5% | 77.7%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 8.96% | 225.76%-216.8pp | 116.50%-107.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,344 | $3,720-37.0% | $3,167-26.0% | $4,663-49.7% |
| Participant deferral / active EE | $9,022 | $5,711+58.0% | $5,010+80.1% | $6,691+34.8% |
| Admin fee / account holder | $61,266 | $17,287+254.4% | $11,028+455.5% | $13,402+357.1% |